EFM

Equinox Fund Management Portfolio holdings

AUM $187M
1-Year Est. Return 0.08%
This Quarter Est. Return
1 Year Est. Return
+0.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.5M
2 +$3.5M
3 +$3.21M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.73M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$56.3M 29.37%
706,870
-44,000
2
$56.1M 29.27%
1,066,700
-66,600
3
$51.4M 26.84%
643,325
-40,100
4
$27.8M 14.52%
252,730
-15,700